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SoFi Technologies

912 hedge funds and large institutions have $16.7B invested in SoFi Technologies in 2025 Q3 according to their latest regulatory filings, with 255 funds opening new positions, 298 increasing their positions, 233 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

223% more first-time investments, than exits

New positions opened: 255 | Existing positions closed: 79

60% more capital invested

Capital invested by funds: $10.5B → $16.7B (+$6.26B)

28% more repeat investments, than reductions

Existing positions increased: 298 | Existing positions reduced: 233

22% more funds holding

Funds holding: 745912 (+167)

5% more call options, than puts

Call options by funds: $3.94B | Put options by funds: $3.76B

0.84% more ownership

Funds ownership: 52.06%52.9% (+0.84%)

35% less funds holding in top 10

Funds holding in top 10: 1711 (-6)

Holders
912
Holders Change
+167
Holders Change %
+22.42%
% of All Funds
11.97%
Holding in Top 10
11
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-35.29%
% of All Funds
0.14%
New
255
Increased
298
Reduced
233
Closed
79
Calls
$3.94B
Puts
$3.76B
Net Calls
+$179M
Net Calls Change
-$175M
Name Holding Trade Value Shares
Change
Change in
Stake
EH
451
Equitable Holdings
New York
$673K -$134K -5,631 -18%
SH
452
SLT Holdings
Arizona
$667K +$72.5K +3,056 +14%
CAM
453
Concorde Asset Management
Michigan
$658K +$602K +25,380 New
FPAS
454
Focus Partners Advisor Solutions
Missouri
$654K +$100K +4,225 +23%
AF
455
Aldebaran Financial
$640K -$24K -1,010 -4%
AIM
456
Aigen Investment Management
New York
$633K -$860K -36,261 -60%
SW
457
SteelPeak Wealth
California
$627K -$65.2K -2,749 -10%
TCM
458
Traynor Capital Management
Pennsylvania
$624K +$136K +5,744 +32%
FCH
459
Freestone Capital Holdings
Washington
$623K -$244K -10,289 -30%
SWM
460
SeaCrest Wealth Management
New York
$621K +$526K +22,178 New
MF
461
Manchester Financial
California
$618K -$23.7K -1,000 -4%
P
462
&Partners
Tennessee
$613K -$61.4K -2,589 -10%
FFA
463
Farther Finance Advisors
California
$612K +$294K +12,398 +115%
VA
464
Vident Advisory
Georgia
$597K +$17.8K +751 +3%
JF
465
Joule Financial
Kentucky
$596K -$641K -27,031 -55%
EMFAT
466
Emerald Mutual Fund Advisers Trust
Pennsylvania
$592K +$531K +22,392 New
PAS
467
Park Avenue Securities
New York
$588K +$77.1K +3,249 +17%
MAS
468
Meeder Advisory Services
Ohio
$588K +$31.6K +1,330 +6%
BPA
469
Beacon Pointe Advisors
California
$584K -$2.03M -85,708 -79%
VI
470
Vestcor Inc
New Brunswick, Canada
$584K +$524K +22,100 New
MCM
471
Mainstay Capital Management
Michigan
$583K -$455K -19,154 -46%
AWM
472
AE Wealth Management
Kansas
$576K +$75.2K +3,170 +17%
CLA
473
Carnegie Lake Advisors
New Jersey
$572K -$1.19K -50 -0.2%
OL
474
one8zero8 LLC
North Carolina
$569K
Comerica Bank
475
Comerica Bank
Texas
$568K +$245K +10,319 +92%

SOFI Hedge Fund Activity: Q3 2025 in Review

912 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in SoFi Technologies (SOFI) for Q3 2025, worth a combined $16.7B — up 60% from $10.5B a quarter earlier.

Buyers outnumbered sellers: 255 funds opened new SOFI positions and 79 closed out — a net gain of 176 holders — while 298 added to existing stakes and 233 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $997M. The largest seller was Marshall Wace, cutting an estimated $156M.

  • 912 institutional investors held SoFi Technologies (SOFI) as of Q3 2025, up from 745 in Q2 2025.
  • Funds reported $16.7B of SoFi Technologies stock for Q3 2025, up 60% quarter-over-quarter.
  • 255 funds opened new SoFi Technologies positions in Q3 2025 and 79 closed out, a net change of +176 holders.
  • The largest SoFi Technologies buyer in Q3 2025 was JP Morgan Chase, an estimated $997M added.
  • The largest SoFi Technologies seller in Q3 2025 was Marshall Wace, an estimated $156M sold.

Based on aggregated 13F filings for Q3 2025.